The Unstoppable Formula

Dr. Sean Stephenson

Monday, September 9 | 2:00pm - 3:00pm

In this presentation, Sean uses personal stories and therapeutic metaphors to equip his audience with life-lessons that help them map out their lives, navigate challenging times, relieve everyday stress, and handle change. The Unstoppable Formula is the culmination of Sean’s nearly two decades' experience as a psychotherapist. Each of the Formula's three steps are imperative for people who feel stuck, discouraged, or need momentum toward their vision.

Sean’s compassionate style elicits both laughter and tears. At the conclusion of his program, people are left with clear and tangible action items to implement at work and at home.

Dr. Sean StephensonAbout Dr. Stephenson
Dr. Sean Stephenson was predicted not to survive at birth because of a rare bone disorder that stunted his growth and caused his bones to be extremely fragile (fracturing over 200 times by the age of 18). Despite his challenges, he took a stand for a quality of life that has inspired millions of people around the world.

Over the past 24 years, his powerful message has been heard at live events in nearly all 50 states and in 16 countries. Sean has presented at hospitals, universities, prisons, and to companies such as Nike, Whole Foods, Zappos, Walmart, and Sharp Healthcare. He’s shared the stage with U.S. Presidents, billionaire business moguls, celebrities, and his Holiness the 14th Dalai Lama. Sean has appeared on everything from The Oprah Show to Jimmy Kimmel, in addition to online videos with tens of millions of views. The Biography Channel produced an hour-long feature on his life called, Three Foot Giant.

His international best-selling book, Get Off Your “But” has been translated into over a dozen different languages. Read our blog with Dr. Stephenson.

 

Advice-Giving for Advisors: Helpful Hacks and Cautionary Tales

Dr. Moira Somers

Tuesday, September 10 | 8:30am - 9:30am

Want to know something strange about the profession of financial advising? Although they're paid for their advice, most advisors have received no formal training on how to actually give it. Their extensive training in the technical and regulatory aspects of their work is not matched by evidence-based training in how to conceptualize, craft, deliver, and support implementation of the advice they give. The result is often the delivery of perfectly sound advice that fails to address clients' needs.

Dr. Moira SomersThis presentation will address the five factors that contribute to the successful delivery and implementation of advice. Special attention will be paid to the reasons why clients most typically seek out advice, when they are most apt to do so, and what interferes with uptake. The particular problem of mental depletion in both clients and advisors will be examined in depth.

About Dr. Somers
Dr. Moira Somers is a consulting neuropsychologist, professor and executive coach based in Winnipeg, Manitoba. Her expertise lies in helping people make lasting behavioral change, and in teaching others how to do the same.

She is a senior faculty member at the Sudden Money Institute, and the author of Advice that Sticks: How to Give Financial Advice that People Will Follow. Dr. Somers blends the science and art of advice-giving with practical wisdom and wit. Further information about her work is available through her website at MoneyMindandMeaning.com and through the Arlan Group.

Read our blog with Dr. Somers.

 

The Narrative Imperative: Understanding Your Story to Help Clients Find Theirs

Tim Maurer, CFP®

Wednesday, September 11 | 11:30am - 12:30pm

We each have a unique story and an innate yearning for creating a narrative of our lives, as do our clients. Regardless of our technical capabilities, without the ability to see a client interaction as one in which we come beside them on their journey, joining our story with theirs, our ability to have a meaningful and lasting positive impact in their lives is limited. The ability to draw a story from our clients, helping them craft their own narrative, enables us to demonstrate how their lives and finances intersect. But without the ability to recognize and articulate our own story, we’re unable to effectively ignite those of others.

Financial planning is often limited to the study of our present and the creation of a design for our future. But we forget that recognition of our past helps explain our present and, without a better understanding, often dictates our future. Therefore, prior to writing the future of our story, we must explore its earlier chapters, both as planners and clients.Tim Mauer

About Tim Maurer, CFP®
Advisor, speaker, and author, Tim Maurer, is the Director of Advisor Development at Buckingham Strategic Wealth and the BAM ALLIANCE. A Certified Financial Planner™ practitioner helping financial advisors best serve their clients and find more fulfilling work, he also educates at private events and via TV, radio, print and online media. Tim is a regular contributor to Forbes, CNBC, and TIME/Money and has appeared on NBC’s TODAY Show and in the Wall Street Journal, among others. A central theme, that “personal finance is more personal than it is finance," drives his educational outreach. You can follow Tim on Twitter at @TimMaurer.

Read our blog with Tim Maurer.